Multrees Investor Services (@Multrees_) header
Multrees Investor Services (@Multrees_) profile picture

Multrees Investor Services

@Multrees_

Award-winning provider of outsourced investment services to wealth managers, private banks, family offices and advisory businesses.

 London, Edinburgh
multrees.com
Joined January 2020
  • Tweets17
  • Following94
  • Followers74
1Media
Photo by Multrees Investor Services (@Multrees_)
Some great coverage on our new strategic partnership announcement by @WAdviserNews wealthadviser.co/2021/01/19/…
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We are thrilled to be selected by @WTrustsWMGroup to provide a fully white labelled bespoke custody and platform solution as well as back and middle office support and investment services for their clients and advisers! #willsandtrusts #Multrees #changeforthebetter
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@Multrees_ Executive Director @CliveStelfox asks who is really in control of the end client journey over on @Profadviser ... professionaladviser.com/opin…

Clive Stelfox: Who's really driving, the adviser or the platform?

No one likes a backseat driver, writes Clive Stelfox, but all too often in the world of financial planning, this backseat driver is the technology and platform providers, dictating and restricting...

professionaladviser.com
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Multrees Investor Services CEO Chris Fisher talks scalability and adviser fees at a Citywire New Model Adviser virtual roundtable... citywire.co.uk/new-model-adv… #fintech #disruptors #changeforthebetter #advisers #platforms
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Multrees Investor Services is live at PA360 Digital @Profadviser from 7-9th October. Don't miss our CCO Andrew Back's panel discussion with @theactualpolson from @thelangcat on Disruption in the Platform Industry at 11.30am today! #Multrees #Changeforthebetter #disruptivetech
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Is there a remedy for platform migration migraines? Multrees CEO Chris Fisher talks mitigation and migration to @Profadviser ... professionaladviser.com/opin… #platforms #CEO #MultreesInvestorService

Chris Fisher: Is there a remedy for platform migration migraines?

Complaints, disruptions and snags

professionaladviser.com
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Job Vacancy! We have an exciting job opportunity available at Multrees for an experienced Change Business Analyst based in our Edinburgh Office - check out our LinkedIn or website for more details... linkedin.com/feed/update/urn…
Image from Multrees Investor Services (@Multrees_)
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Multrees Investor Services retweeted
the lang cat (@thelangcat) profile picture
the lang cat@thelangcat12 May 2020
Our Platform Analyser tool helps advisers and paraplanners take robust, defensible decisions on platform suitability. With none of the nonsense. Join us on Thursday 14th May at 11am to find out more: crowdcast.io/e/the-lang-cat-…
Image from the lang cat (@thelangcat)
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We like it. We like it alot. @thelangcat
Mark Polson (@theactualpolson) profile pictureMark Polson@theactualpolson28 Apr 2020
Bit of a moment for @thelangcat. We just shuttered the old Platform Directory and now all visitors will be redirected to platformanalyser.thelangcat.…. Still free (albeit with a premium version). Still awesome. We're all in on this, hope you like it.
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When it comes to platform pricing, Sky really is the limit. Multrees CEO Chris Fisher talks bespoke pricing in @NewModelAdviser citywire.co.uk/new-model-adv…
Comment: when it comes to platform pricing, Sky really is the limit

Comment: when it comes to platform pricing, Sky really is the limit

We all expect TV and entertainment packages to be bespoke to our needs, so why should that be any different in the world of platform technology?

citywire.com
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@Multrees_ mention in @Moneymarketing on our move away from wet signatures as part of COVID-19 response...moneymarketing.co.uk/news/co… @theactualpolson @thelangcat
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If you are an adviser, click through the link to see how Multrees deals with with the 10% MiFID notification rule... as well as quite a few other topics
Mark Locke (@markjlocke) profile pictureMark Locke@markjlocke26 Mar 2020
The lang cat offers free access to hub of platforms' 10% MiFID rule strategies professionaladviser.com/4013… via @profadviser

The lang cat offers free access to hub of platforms' 10% MiFID rule strategies

The lang cat has made parts of its platform analyser available for free so financial advisers can see how platforms are dealing with the 10% MiFID notification rule, which has been much-used in...

professionaladviser.com
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Some good news to start today with - a nice mention in the FTAdviser.com on how Multrees is only 1 of 4 Platforms supporting ongoing advice fee structures. ftadviser.com/investments/20… #changeforthebetter #multreesinvestorservices #TheLangCat #PlatformAnalyser
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Some interesting reading over at @NewModelAdviser in their Platform Special - including a nice @Multrees_ mention! citywire.co.uk/new-model-adv…
Waves of change: welcome to NMA's platform special

Waves of change: welcome to NMA's platform special

Editor Will Robins explains what you can find in our platform special coverage.

citywire.com
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Multrees Investor Services retweeted
Mark Locke (@markjlocke) profile picture
Mark Locke@markjlocke21 Feb 2020
FYI @AegonUK @Investcentre @Ascentric_Wrap @Aviva4Advisers @embark_group @FundsNetwork @Hubwiseltd @JHPartnership @Multrees_ @NoviaPlatform @nucleuswrap @Quilter @parmenionuk @Praemium @RaymondJames @7IM_Updates @sl_adviser @Transact @TruePotential_ Wealthtime @ZurichAdviser etc.
Mark Locke (@markjlocke) profile pictureMark Locke@markjlocke21 Feb 2020
U Ok hun? Advice people - We're after your thoughts and feelings on the platforms you use. Let us (and them) know. Get it all out, good and bad, here langcatfinancial.co.uk/platf… A RT would be ever so helpful too. Thanks.
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#ThrowbackThursday from a 2013 feature in @TheHeraldScotland. Since then we have more than doubled our staff headcount, moved to a spectacular new office space and hit £11bn AUA in 2019. #changeforthebetter #multreesinvestorservices heraldscotland.com/business_…
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Congrats to The Lang Cat on the Platform Analyser launch!
Mark Locke (@markjlocke) profile pictureMark Locke@markjlocke5 Feb 2020
The Lang Cat launches platform comparison tool ftadviser.com/investments/20… Thanks for the comments @PeteChadborn & @TheParaplanner
Lang Cat launches platform comparison tool

Lang Cat launches platform comparison tool

The Lang Cat has launched a platform due diligence service in a bid to make comparing and analysing platforms, alongside their tools and costs, easier for advisers.

ftadviser.com
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